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4D Molecular Therapeutics (FDMT) investor relations material
4D Molecular Therapeutics Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Platform and pipeline overview
Utilizes directed evolution to create customized gene therapy vectors for targeted tissue delivery, aiming for improved safety and lower costs.
Lead product 4D-150 targets wet AMD and diabetic eye disease, currently in two phase 3 trials with strong enrollment.
4D-710, an aerosol gene therapy for cystic fibrosis, has shown high gene expression and is advancing through phase 2.
Clinical data and unmet needs
4D-150 demonstrated over 97% of patients with no inflammation or toxicity at phase 3 dose, with robust safety profile.
Achieved up to 94% reduction in injection burden for wet AMD, with 80% of patients injection-free at one year in certain populations.
Consistent dose response and efficacy observed across diverse patient groups in both wet AMD and DME.
Key unmet needs include extended durability and maintaining vision gains over time.
Physician and market perspectives
Retina specialists prioritize safety and durability; recent survey shows 50% most excited about gene therapy for new treatments.
4D-150’s workflow integration is seamless, matching current anti-VEGF practices and minimizing disruption.
Steroid regimen for prophylaxis is well tolerated, accessible, and accepted by patients and practitioners.
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